#nvidia

#nvidia

Lambda Inc., a cloud infrastructure firm, is negotiating a funding round that could value it at $4 billion to $5 billion ahead of a potential IPO.

During the company's Q2 earnings call, president Martin Lau stated, "From our own perspective, we do have enough chips for training and continuous upgrade of our existing models." Lau emphasized that Tencent is executing numerous software improvements to drive efficiency in inference, allowing for more workloads with the same number of chips.

The failure to utilize Huawei's chips forced DeepSeek to shift to Nvidia's H20 GPUs for the training of its next-gen LLMs due to instability and performance issues.

"Models are commodities that can be easily swapped out," said Ritwik Gupta, an AI researcher at the University of California, Berkeley. "A lot of developers are using Alibaba's Qwen3, which is powerful and flexible."

Nvidia and AMD have agreed to give the US government 15% of their revenues from chip sales in China as a prerequisite for export licenses.

Analysts at Bernstein reiterated an outperform rating on Nvidia as it heads into earnings, citing the company's data center opportunity as a key driver.

Analyst James Schneider stated that even though investor expectations are high ahead of Nvidia's fiscal second-quarter results, the chipmaker should rise to the occasion.

Nvidia will release quarterly security updates for Maxwell, Pascal, and Volta GPUs through October 2028, ensuring protection against GPU-related security exploits.

VAST Data is in discussions for financing that could elevate its valuation to $30 billion, positioning it among the top valuable AI startups.

This development opens new doors for data centers looking to save on licensing costs and gain more flexibility in their infrastructure.

Nvidia is officially bringing its CUDA software stack to RISC-V CPUs, enabling processors based on this architecture to serve as host CPUs for Nvidia GPUs.